Month: May 2020

Ep 5: How the SECURE Act Impacts Your Retirement

The SECURE Act took effect to start 2020 and it’s the first significant retirement legislation in many years. Let’s look at the key changes to retirement planning and how it might impact your future.

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Ep 4: What They Don’t Teach You In School: Coronavirus Edition

With so many people still fearful of where the economy is headed and worried about
how it will impact their finances, it’s time to change your mindset with a pep talk. Mark
will speak candidly about our current situation and what it takes to navigate these uncertain times and end up successful.

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Ep 3: Investing Like a Genius

Do you ever wonder what the best investors do that regular people don’t? There are
certain traits that all highly-intelligent people possess that separate them from the pack.
On this episode, we’ll discuss a few of those characteristics and explain how they apply
to financial planning.

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Ep 2: Choosing Between a Traditional vs Roth IRA

The traditional IRA has long been the popular retirement account for investors but the
Roth is making up a lot of ground. Let’s explore the differences between the two and
help you understand why you might choose one over the other.

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Ep 1: Who We Are and Why We Chose a Podcast

Mark Howard has worked in financial planning for more than three decades and plans to bring that knowledge and experience to the world of podcasting. On this debut episode, we’ll tell you more about Mark, how the business began, and what we have in store for this show.

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